Stephen Perl, Cima®

Stephen Perl, Cima® Email and Phone Number

VP Business Dev @ Checkfree -APL
New York, NY, US
Stephen Perl, Cima®'s Location
New York City Metropolitan Area, United States
Stephen Perl, Cima®'s Contact Details

Stephen Perl, Cima® work email

Stephen Perl, Cima® personal email

Stephen Perl, Cima® phone numbers

About Stephen Perl, Cima®

Stephen Perl, Cima® is a VP Business Dev at Checkfree -APL. He possess expertise in cima, series 7, series 63, series 65, mutual funds and 7 more skills. Colleagues describe him as "I have had the pleasure of working with Stephen for a number of years at both IWS and Family Office Services at Fidelity. Stephen is a great relationship builder and one of the top sales people I have worked with. I would highly recommend Stephen."

Stephen Perl, Cima®'s Current Company Details
Checkfree -APL

Checkfree -Apl

View
VP Business Dev
New York, NY, US
Website:
fiserv.com
Employees:
36173
Stephen Perl, Cima® Work Experience Details
  • Checkfree -Apl
    Vp Business Dev
    Checkfree -Apl
    New York, Ny, Us
    View
  • Calamos Wealth Management
    Svp, Senior Wealth Advisor
    Calamos Wealth Management Sep 2008 - Present
    50 Rockefeller Plaza
    We work with individuals and families as well as family offices, endowments, foundations and other organizations.
    View
  • Fidelity Family Office Services
    Vp Business Development
    Fidelity Family Office Services Aug 2006 - May 2008
    Worked with single family offices and ultra high net worth individuals providing brokerage, technology and client services.
    View
  • Fidelity Investments
    Vp Business Development
    Fidelity Investments Nov 1997 - Aug 2006
    View
  • Checkfree -Apl
    Vp Business Dev
    Checkfree -Apl 1993 - 1997
    Provider of performance measurement technologies to registered investment advisors (RIAs) and broker dealers.
    View
  • Information Software
    Businesss Development
    Information Software Feb 1992 - May 1993
    Bloomfield, Connecticut
    Logistics software
  • Visonic Limited
    Business Development
    Visonic Limited May 1986 - Apr 1992
    Designer and manufacturer of high tech equipment for security systems.
    View

Stephen Perl, Cima® Skills

Cima Series 7 Series 63 Series 65 Mutual Funds Investment Advisory Wealth Management Asset Management Portfolio Management Investments Financial Services Alternative Investments

Stephen Perl, Cima® Education Details

Frequently Asked Questions about Stephen Perl, Cima®

What company does Stephen Perl, Cima® work for?

Stephen Perl, Cima® works for Checkfree -Apl

What is Stephen Perl, Cima®'s role at the current company?

Stephen Perl, Cima®'s current role is VP Business Dev.

What is Stephen Perl, Cima®'s email address?

Stephen Perl, Cima®'s email address is sp****@****mos.com

What is Stephen Perl, Cima®'s direct phone number?

Stephen Perl, Cima®'s direct phone number is +121247*****

What schools did Stephen Perl, Cima® attend?

Stephen Perl, Cima® attended University Of Vermont, The Loomis Chaffee School, Norfeldt.

What skills is Stephen Perl, Cima® known for?

Stephen Perl, Cima® has skills like Cima, Series 7, Series 63, Series 65, Mutual Funds, Investment Advisory, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Services, Alternative Investments.

Who are Stephen Perl, Cima®'s colleagues?

Stephen Perl, Cima®'s colleagues are Har Krishan Lal, Marianna Conley, Anthony Demassi, Stephania Lightfoot, Rafik Shaikh, Anand Sharma, Kaitlyn Gibson.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.